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United Wealth Management, LLC: DFCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Wealth Management, LLC on DFCF, newest first. How the timeline and the estimate are built.

United Wealth Management, LLC held 229,619 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,619 shares
    Change vs previous 13F +4,043 shares

    2.18% of the 13F portfolio, value $9,692,239.

    13F-HR 0002085853-26-000825 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,576 shares
    Change vs previous 13F +1,280 shares

    2.37% of the 13F portfolio, value $9,523,799.

    13F-HR 0002085853-26-000545 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 224,296 shares
    Change vs previous 13F +15,042 shares

    2.47% of the 13F portfolio, value $9,546,024.

    13F-HR 0002085853-26-000248 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 209,254 shares
    Change vs previous 13F -630 shares

    2.43% of the 13F portfolio, value $8,947,708.

    13F-HR 0002085853-25-000257 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 209,884 shares
    Change vs previous 13F -3,863 shares

    2.58% of the 13F portfolio, value $8,869,697.

    13F-HR 0001667731-25-001114 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 213,747 shares
    Change vs previous 13F +2,634 shares

    2.82% of the 13F portfolio, value $8,990,214.

    13F-HR 0001667731-25-000570 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 211,113 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $8,712,632.

    13F-HR 0001667731-25-000231 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).